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My understanding is that the US factory is underway and going to start producing chips next year and that they have plans to construct a second factory already.
by jacobsimon 3y ago
My understanding is that the US factory is underway and going to start producing chips next year and that they have plans to construct a second factory already. I’ve been seeing this negative narrative a lot around the US factory, but I’m curious if there’s any evidence that they’ve actually stopped progress. I feel like that would be a huge political loss for Biden and the CHIPS act at this point.
- sanxiyn 3y agoTSMC fab construction site in the US is a popular target for drone video and such videos are regularly uploaded to YouTube. I watch them, and there is no evidence of stopping. My understanding is that TSMC is happy with construction, and their main worry is CHIPS act. No CHIPS act fund is actually distributed to advanced fabs yet because US government has so many conditions.
- kredd 3y agoIt’s going AFAIK, but had a bunch of mishaps and talent/labour shortage, so it’s going slower. I’m curious how big its output is going to be, compared to the one that’s supposed to start producing chips in 2024 in Japan. Just a bit disheartening timeline wise. It took Japanese ~3 years (2021-2024) from the announcement to production, versus ~5+ (2020-2025 TBD) for North American factory. I hope we figure out the logistics and have it easier for the second factory though!
- KerrAvon 3y agoThere would be an easy fix: pressure Tim Cook to increase the US-manufactured content of iPhones. Trump actually did a version of this with some success; it was the version of the Mac Pro nobody wanted, because Trump has the reverse Midas touch, but previous presidents could have done more here.